slides · global inventory
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Matching slides 78,129
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50,491-50,520 of 78,129
04
New Pacific Metals (NUAG)New Pacific Metals (NUAG) · Nathan Anderson
Conference presentation Short seller 1 hit
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The slide uses a dot plot to visually demonstrate a valuation gap.New Pacific Metals (NUAG) · Nathan Anderson
Conference presentation Short seller 1 hit
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The chart uses a dot plot to visualize the outlier status of New Pacific compared to the peer group.New Pacific Metals (NUAG) · Nathan Anderson
Conference presentation Short seller 1 hit
61
The chart shows a sharp spike in silver distribution at the -74 micron size fraction across all samples.New Pacific Metals (NUAG) · Nathan Anderson
Conference presentation Short seller 1 hit
10
The slide uses a scatter plot to visualize acquisition costs, then transitions into a forensic accounting narrative to challenge the disclosed purchase price.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
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The slide uses a bar chart to contrast historical cash injections with a large, singular 'Consideration Delta' in Q2 2011.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
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The slide uses a stacked bar chart to decompose the value of tower acquisitions into PP&E, Customer Relationship, Network Location, and Goodwill components to identify 'lending' behavior.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
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The slide argues that AMT is booking loan repayments as rental revenue, creating tax and EBITDA reporting issues.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
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The slide highlights a discrepancy between analyst models (which lack FX forecasts) and actual market movements in currencies like the Indian Rupee and Brazilian Real.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
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The slide discusses currency risk and competitive pressures as headwinds for AMT's Indian operations.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
42
Includes a line chart showing stock performance with acquisition annotations and a detailed valuation table.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
51
The slide explains the shift from 'coverage' phase to 'capacity' phase in wireless infrastructure, arguing that this evolution reduces the need for multiple equipment generations on towers, thereby impacting amendment revenue.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
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The slide uses a combination of technical arguments and a bar chart comparing mobile vs. Wi-Fi data consumption to support the thesis that Wi-Fi is a superior, disruptive technology.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
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Includes a bar chart comparing LTE download/upload speeds for AT&T, Sprint, and Verizon in 2012.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
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The slide argues that technological shifts (small cells/Wi-Fi) and regulatory pressure are enabling carriers to bypass traditional tower companies.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
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Includes a chart showing the divergence of traffic and revenue over time, and a table of declining wireless margins for major US carriers.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
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The slide uses a dual-axis line chart to contrast EDU's rising revenue against the declining revenue of its subsidiaries (Hewstone & Decision).New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Alleged Fraud1 hit
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Includes a table of historical operating metrics and a Google Trends line chart showing declining traffic.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Alleged Fraud1 hit
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The slide serves as a disclosure of the hostile environment faced by the researchers, framing the company's actions as part of a broader pattern of fraud and suppression.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the TruthLoop · Cost Of Inaction1 hit
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The slide uses a bar chart to compare EDU against peers (XRS, XUE) across various service metrics to support the argument that EDU is underperforming.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the Truth1 hit
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The slide uses a timeline to contrast FMCN's purported acquisition dates with actual ownership periods of third parties.Focus Media Holding Ltd. (FMCN) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
03
The slide uses a timeline to contrast the company's narrative with the actual sequence of events, specifically highlighting the late request for an expanded audit scope.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
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The slide uses investigative research to challenge the company's claims regarding international partnerships and financial efficiency.NQ Mobile (NQ) · Carson C. Block
Research note Short seller 1 hit
04
The slide uses specific company examples to undermine the credibility of independent committees in the context of Chinese issuers.NQ Mobile (NQ) · Carson C. Block
Shareholder letter Short seller Beat · Problem & ComplicationLoop · Benchmark Gap1 hit
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The chart shows a cash burn of S$1.6 billion and a requirement for S$4.6 billion in refinancing.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
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The chart is missing data points despite the axis labels.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
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The slide uses climate data to illustrate a strategic mismatch, followed by a narrative critique of Olam/NZFSU's financial and operational performance.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
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The slide uses a callout box to highlight the impact of activist intervention on reducing transaction costs in 2024.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
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The slide uses a bar chart to visualize the gap between the current share price and the implied share price at the peer median multiple.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
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The slide uses a waterfall-style bridge to justify a target share price range of $46.34 to $56.21.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit